Stifel Financial Corp
SF- Exchange
- NYSE
- Industry
- Security Brokers, Dealers & Flotation Companies
- SEC CIK
- 0000720672
In the last 90 days, Stifel Financial Corp insiders filed 0 open-market purchases and 1 sale; 596 institutions reported holding it in 13F filings for Q2 2026, worth $9.64B in total; no superinvestor holds it.
13F holders, Q1 2025
Institutional positions in Stifel Financial Corp as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 523
- +22 vs. Q4 2024
- Shares held
- 89.5M
- +2.39M (+2.7%) vs. Q4 2024
- Total value
- $8.43B
- −$809.7M (−8.8%) vs. Q4 2024
- New holders
- 75
- 207 more added
- Sold out
- 53
- 151 more reduced
9 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SF on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 596 | $9.64B |
| Q1 2026 | 635 | $10.3B |
| Q4 2025 | 630 | $11.3B |
| Q3 2025 | 552 | $9.96B |
| Q2 2025 | 488 | $9.31B |
| Q1 2025 | 523 | $8.43B |
| Q4 2024 | 510 | $9.29B |
| Q3 2024 | 444 | $8.27B |
| Q2 2024 | 436 | $7.35B |
| Q1 2024 | 433 | $6.67B |
| Q4 2023 | 378 | $5.83B |
| Q3 2023 | 366 | $5.33B |
| Q2 2023 | 369 | $5.15B |
| Q1 2023 | 367 | $5.17B |
| Q4 2022 | 362 | $5.16B |
| Q3 2022 | 335 | $4.64B |
| Q2 2022 | 353 | $5.04B |
| Q1 2022 | 367 | $6.06B |
| Q4 2021 | 348 | $6.18B |
| Q3 2021 | 329 | $6.05B |
| Q2 2021 | 342 | $5.74B |
| Q1 2021 | 305 | $5.78B |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Stifel Financial Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 10,620,407 | $1.00B | 0.02% | +217,415+2.1% | Added |
| FMR LLC | 9,490,523 | $894.6M | 0.06% | +861,691+10.0% | Added |
| BlackRock, Inc. | 9,416,128 | $887.6M | 0.02% | −41,808−0.4% | Reduced |
| State Street Corp | 3,234,463 | $304.9M | 0.01% | +22,749+0.7% | Added |
| Earnest Partners LLC | 2,916,311 | $274.9M | 1.32% | −32,165−1.1% | Reduced |
| Capital Research Global Investors | 2,609,577 | $246.0M | 0.05% | −865,159−24.9% | Reduced |
| Wellington Management Group LLP | 2,478,267 | $233.6M | 0.04% | −110,697−4.3% | Reduced |
| Stifel Financial Corp | 2,396,191 | $225.9M | 0.24% | +239,259+11.1% | Added |
| Alliancebernstein L.P. | 2,284,591 | $215.3M | 0.08% | −366,969−13.8% | Reduced |
| Morgan Stanley | 2,009,135 | $189.4M | 0.01% | −555,051−21.6% | Reduced |
| Geode Capital Management, LLC | 1,788,340 | $168.6M | 0.01% | +88,066+5.2% | Added |
| Dimensional Fund Advisors LP | 1,516,081 | $142.9M | 0.04% | −130,352−7.9% | Reduced |
| Fisher Asset Management, LLC | 1,390,540 | $131.1M | 0.06% | −150,044−9.7% | Reduced |
| Norges Bank | 1,363,861 | $128.6M | 0.02% | +68,162+5.3% | Added |
| AQR Capital Management LLC | 1,383,836 | $126.9M | 0.13% | +1,049,665+314.1% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,303,656 | $122.9M | 0.48% | +1,855+0.1% | Added |
| Invesco Ltd. | 1,211,580 | $114.2M | 0.02% | +4,115+0.3% | Added |
| Charles Schwab Investment Management Inc | 1,210,628 | $114.1M | 0.02% | −23,698−1.9% | Reduced |
| Marshall Wace, LLP | 1,206,458 | $113.7M | 0.15% | +1,058,875+717.5% | Added |
| Bank of America Corp | 1,187,762 | $112.0M | 0.01% | +157,414+15.3% | Added |
| Macquarie Group Ltd | 1,174,692 | $110.7M | 0.14% | −124,631−9.6% | Reduced |
| Northern Trust Corp | 1,136,207 | $107.1M | 0.02% | +7,229+0.6% | Added |
| GW&K Investment Management, LLC | 1,068,343 | $100.7M | 0.93% | −16,825−1.6% | Reduced |
| Bank of New York Mellon Corp | 985,773 | $92.9M | 0.02% | −20,005−2.0% | Reduced |
| Principal Financial Group Inc | 890,028 | $83.9M | 0.05% | −37,805−4.1% | Reduced |
| Goldman Sachs Group Inc | 886,707 | $83.6M | 0.02% | −79,117−8.2% | Reduced |
| Channing Capital Management, LLC | 824,098 | $77.7M | 2.35% | −226,002−21.5% | Reduced |
| Silvercrest Asset Management Group LLC | 789,424 | $74.4M | 0.53% | −203,164−20.5% | Reduced |
| Millennium Management LLC | 656,381 | $61.9M | 0.06% | −419,389−39.0% | Reduced |
| New York State Common Retirement Fund | 628,961 | $59.3M | 0.09% | −42,608−6.3% | Reduced |
| Fiera Capital Corp | 625,901 | $59.0M | 0.21% | −17,546−2.7% | Reduced |
| LSV Asset Management | 554,532 | $52.3M | 0.13% | −234,824−29.7% | Reduced |
| Envestnet Asset Management Inc | 501,980 | $47.3M | 0.02% | −12,305−2.4% | Reduced |
| Kames Capital plc | 416,693 | $39.2M | 0.57% | +147,263+54.7% | Added |
| T. Rowe Price Investment Management, Inc. | 413,779 | $39.0M | 0.03% | −503,485−54.9% | Reduced |
| Systematic Financial Management LP | 413,498 | $39.0M | 1.11% | −1,823−0.4% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 404,229 | $38.1M | 0.13% | −5,475−1.3% | Reduced |
| Kennedy Capital Management, Inc. | 398,929 | $37.6M | 0.90% | +21,198+5.6% | Added |
| Price T Rowe Associates Inc | 398,633 | $37.6M | 0.00% | +335,257+529.0% | Added |
| Balyasny Asset Management LLC | 377,415 | $35.6M | 0.09% | +346,490+1,120.4% | Added |
| Qube Research & Technologies Ltd | 315,752 | $29.8M | 0.05% | +209,957+198.5% | Added |
| Wells Fargo & Company | 310,816 | $29.3M | 0.01% | −4,486−1.4% | Reduced |
| UBS Asset Management Americas Inc | 309,443 | $29.2M | 0.01% | −6,212−2.0% | Reduced |
| Prudential Financial Inc | 307,527 | $29.0M | 0.04% | +283,734+1,192.5% | Added |
| Nuveen, LLC | 303,035 | $28.6M | 0.01% | +303,035 | New |
| Citadel Advisors LLC | 294,355 | $27.7M | 0.03% | +212,380+259.1% | Added |
| Retirement Systems of Alabama | 291,602 | $27.5M | 0.11% | −980.0% | Reduced |
| SEI Investments Co | 284,044 | $26.8M | 0.03% | +60,931+27.3% | Added |
| Walleye Capital LLC | 274,366 | $25.9M | 0.29% | +35,421+14.8% | Added |
| Rhumbline Advisers | 268,170 | $25.3M | 0.02% | −828−0.3% | Reduced |
| JPMorgan Chase & Co | 260,851 | $24.6M | 0.00% | −38,410−12.8% | Reduced |
| UBS Group AG | 221,328 | $20.9M | 0.00% | +116,481+111.1% | Added |
| Glenmede Trust Co NA | 220,475 | $20.8M | 0.11% | −7,010−3.1% | Reduced |
| Squarepoint Ops LLC | 216,804 | $20.4M | 0.05% | +175,244+421.7% | Added |
| State of Wisconsin Investment Board | 207,970 | $19.6M | 0.05% | −2,983−1.4% | Reduced |
| Diamond Hill Capital Management Inc | 199,651 | $18.8M | 0.09% | −30,487−13.2% | Reduced |
| Swiss National Bank | 198,213 | $18.7M | 0.01% | −3,400−1.7% | Reduced |
| Legal & General Group Plc | 195,410 | $18.4M | 0.01% | +3,816+2.0% | Added |
| California Public Employees Retirement System | 189,703 | $17.9M | 0.01% | −525−0.3% | Reduced |
| Los Angeles Capital Management LLC | 169,363 | $16.0M | 0.07% | −92,647−35.4% | Reduced |
| Loomis Sayles & Co L P | 161,456 | $15.2M | 0.02% | −4,344−2.6% | Reduced |
| Peregrine Capital Management LLC | 154,653 | $14.6M | 0.48% | +5,012+3.3% | Added |
| Assenagon Asset Management S.A. | 145,461 | $13.7M | 0.02% | +75,700+108.5% | Added |
| Ameriprise Financial Inc | 145,204 | $13.7M | 0.00% | +12,863+9.7% | Added |
| Axiom Investors LLC | 140,718 | $13.3M | 0.13% | −76,849−35.3% | Reduced |
| New York State Teachers Retirement System | 136,245 | $12.8M | 0.03% | −3,531−2.5% | Reduced |
| Ancora Advisors, LLC | 135,955 | $12.8M | 0.29% | +3,877+2.9% | Added |
| Prana Capital Management, LP | 129,023 | $12.2M | 0.49% | +96,114+292.1% | Added |
| State Board of Administration of Florida Retirement System | 127,305 | $12.0M | 0.02% | −120−0.1% | Reduced |
| Crestwood Advisors Group LLC | 127,217 | $12.0M | 0.23% | −1,882−1.5% | Reduced |
| Lazard Asset Management LLC | 125,957 | $11.9M | 0.02% | −1,355−1.1% | Reduced |
| Corebridge Financial, Inc. | 112,833 | $10.6M | 0.06% | −2,961−2.6% | Reduced |
| Agf Management Ltd | 112,829 | $10.6M | 0.06% | −50,952−31.1% | Reduced |
| Raymond James Financial Inc | 112,753 | $10.6M | 0.00% | +232+0.2% | Added |
| Cookson Peirce & Co Inc | 111,178 | $10.5M | 0.53% | −548−0.5% | Reduced |
| Moran Wealth Management, LLC | 108,209 | $10.2M | 0.34% | +108,209 | New |
| Heartland Advisors Inc | 106,998 | $10.1M | 0.58% | −280.0% | Reduced |
| Royal Bank of Canada | 104,904 | $9.89M | 0.00% | −20,485−16.3% | Reduced |
| EULAV Asset Management | 104,422 | $9.84M | 0.24% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 101,783 | $9.59M | 0.02% | +101,783 | New |
| Philadelphia Financial Management of San Francisco, LLC | 98,988 | $9.33M | 2.07% | −51,155−34.1% | Reduced |
| Barclays PLC | 96,062 | $9.05M | 0.00% | −17,982−15.8% | Reduced |
| California State Teachers Retirement System | 94,627 | $8.92M | 0.01% | −1,056−1.1% | Reduced |
| Great West Life Assurance Co | 91,771 | $8.65M | 0.02% | −5,958−6.1% | Reduced |
| Mutual of America Capital Management LLC | 91,599 | $8.63M | 0.10% | −1,484−1.6% | Reduced |
| Schroder Investment Management Group | 88,386 | $8.30M | 0.01% | −27,478−23.7% | Reduced |
| Victory Capital Management Inc | 86,759 | $8.18M | 0.01% | +21,763+33.5% | Added |
| Allspring Global Investments Holdings, LLC | 84,400 | $8.00M | 0.01% | +8,405+11.1% | Added |
| Trillium Asset Management, LLC | 82,359 | $7.76M | 0.22% | +9,441+12.9% | Added |
| Boston Partners | 82,288 | $7.75M | 0.01% | +65,425+388.0% | Added |
| Manufacturers Life Insurance Company, The | 81,966 | $7.73M | 0.01% | −835−1.0% | Reduced |
| Van Eck Associates Corp | 80,737 | $7.61M | 0.01% | +7,848+10.8% | Added |
| Jane Street Group, LLC | 80,179 | $7.56M | 0.01% | +22,994+40.2% | Added |
| Teacher Retirement System of Texas | 78,915 | $7.44M | 0.03% | +43,925+125.5% | Added |
| Magnetar Financial LLC | 78,863 | $7.43M | 0.10% | +62,120+371.0% | Added |
| Ieq Capital, LLC | 77,499 | $7.31M | 0.06% | +77,499 | New |
| STRS Ohio | 77,325 | $7.29M | 0.03% | +321+0.4% | Added |
| Voloridge Investment Management, LLC | 75,534 | $7.12M | 0.03% | +58,916+354.5% | Added |
| Castleark Management LLC | 75,370 | $7.10M | 0.25% | +1,710+2.3% | Added |
| American Century Companies Inc | 75,239 | $7.09M | 0.00% | +3,752+5.2% | Added |